FFS Logo


Health Insurance      |     Retirement Plans    |    Voluntary Benefits     |       Business Planning    
FFS Team


MISSION STATEMENT

To help you create and maintain a high-quality retirement plan by providing a superior level of plan service and ongoing educational support for your participants.

OVERALL RETIREMENT PLAN SERVICING PHILOSOPHY...We Believe

  • That your retirement plan should offer a variety of investment options with a full spectrum of objectives.
  • That helping participants learn about retirement plan investing encompasses everything from enrolling in the plan all the way through to distribution planning.
  • You have more strategic things to do than worry about every little detail of your plan’s administration.
  • That any and all fees associated with your retirement plan should be reasonable.

PLAN SPONSOR SUPPORT...Our Financial Advisors Will

  • Help you evaluate the costs of multiple provider proposals.
  • Show you how to create a diversified menu of investment options.
  • Help you review your investments annually.
  • Walk you through a “fiduciary checklist” and provide you with educational materials specifically designed for plan sponsors.

COMMITMENT TO PARTICIPANT EDUCATION AND ONGOING SERVICE...We Will

  • Provide customized enrollment books and personally conduct the enrollment meeting for your new retirement plan.
  • Make sure your plan receives periodic retirement plan education, targeted to meet the needs of your employees.

 




Securities offered through
Raymond James Financial Services, Inc. Member FINRA/SIPC

                                                  Investment advisory services offered through Raymond James Financial Services Advisors, Inc.                                                           Forney Financial Solutions is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
3018 Pleasant Valley Boulevard, Altoona, PA 16602 | info@forneyfs.com | 814-944-8474 or 888-9-FORNEY

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Privacy Notice